Your US Expat Financial Success Partners
Let's craft your tailor-made strategy!
Your US Expat Financial Success Partners
Let's craft your tailor-made strategy!
Your Partner in Expat Investments & Retirement Planning
Offering personalized advice on investment and retirement strategies for US expats around the globe
Investment & Financial Strategy
For those looking to invest and save for their future.
Retirement Planning
Including retirement analysis, cash flow modeling, tax optimization, and management.
(PFIC) Foreign coroporation
Management of mutual or hedge funds, and for shareholders in foreign corporations.
Job Relocation
Tailored financial strategies designed for your international career.
How it works
Achieving your financial goals is just a few steps away. Get started with a free consultation, meet with an advisor to define your goals, receive a tailored plan, and put the plan into action. Let’s get started today!
Book a free consultation
With our partners at Beacon Global Advisors.
Meet with an Advisor
Discuss your financial goals.
Analysis and Plan Proposition
Receive your personalized financial plan.
Accept
Time to put the plan into action.
Join us for the free Investing Seminar!
Whether you're a seasoned investor or just starting out, this seminar is perfect for anyone looking to grow their wealth while living overseas.
Our speaker, Randy Landsman, with 30 years of experience, will cover topics such as tax implications, retirement planning, and investment strategies specifically tailored for expats.
Always informed
After your plan is in motion, we’re always here for you. You can reach out at any time with questions about your portfolio. For those who prefer more engagement, we offer optional quarterly video calls to update you, and discuss your strategy.
Whether you stay hands-on or want to set it and forget it, we’re here to support your financial journey every step of the way.
Our Track Record Speaks for Itself
Specialists in financial strategies for US expats, helping them navigate global finances.
30 years of experience
A 30-year history of providing financial guidance and education to American citizens abroad, corporate employees, and union members in the US.
50+ countries worldwide
Crafting financial strategies across the globe, with advisors helping clients in 50+ countries.
Financial Educators
Our partner, Beacon Global Group, is one of the largest financial educators for public service organizations in the US.
Frequently asked questions
Here are the most common questions about MyExpatInvest, let us know if you have more
- Define your Goals. Determine what you want to achieve. Whether it's investment planning, retirement planning or a specific issue such as PFICS.
- Fill out the Financial Questionnaire. (Download here)
- Prepare your list of any additional questions.
- Open and honest conversation, from your personal questions to questions about the advisor and costs associated with service.
MyExpatInvest is for US expats who need personalized financial strategies to navigate their unique situations, whether they’re retiring abroad, managing international careers, dealing with multi-jurisdictional estate planning, or optimizing their investments while living overseas.
MyExpatInvest offers services tailored to US expats, investment advisory, financial planning, and multi-jurisdictional estate planning. We provide personalized strategies to help clients optimize their finances, whether they’re retiring abroad, relocating for work, or managing complex international financial situations.
As a financial advisory firm, we have access to a complete platform of services offered through custodians such as Charles Schwab.
The minimum investment amount varies depending on the jurisdiction. For example, US-based assets typically have lower minimums compared to offshore investments, where the requirements can be higher. Book a free consultation to find out more.
It’s a three step process
- We assess your current situation and future needs. Then, we take a holistic look at your finances relative to your individual goals, whether you want to buy a first home or retire comfortably.
- We analyze your current situation, taking into account your budget, investments, retirement, and tax and estate planning. We will develop a plan and provide advice aligned with your personal situation.
- Ongoing service and monitoring your strategy to keep you on track through changes in your life.
As a Registered Investment Advisor (RIA), we are held to the highest fiduciary standards, ensuring complete fee transparency. We charge a 1% annual fee based on your invested amount, with no hidden costs, so that you can make an informed decision about your financial strategy.
It is possible, but it can get complicated. Investing while living abroad is complex due to the Foreign Account Tax Compliance Act (FATCA), which requires foreign banks to report American accounts to US tax authorities. This has made it difficult for many Americans living outside the US to find financial institutions willing to work with them. That's where MyExpatInvest comes in - we help you navigate these challenges and find the right solutions for your investment journey abroad.
Get in touch with us.
We're happy to hear from you!
Our Customer Service Hours are 9:00 - 17:00 (CET). Please allow up to two business days for a reply.